Unclaimed Profile

Marcie Lynn Kolberg

SOLUTIONS FOR WEALTH MANAGEMENT, LLC·BOURBONNAIS, Illinois

Clean recordSOLUTIONS FOR WEALTH MANAGEMENT, LLC

1605 N CONVENT, BOURBONNAIS, IL 60914CRD# 4487719Firm CRD# 113570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcie Lynn Kolberg · BOURBONNAIS, IL

Registration

CRD #4487719 · SOLUTIONS FOR WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marcie Lynn Kolberg is a registered financial advisor based in BOURBONNAIS, Illinois, affiliated with SOLUTIONS FOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Marcie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Marcie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SOLUTIONS FOR WEALTH MANAGEMENT, LLC

AUM

$174M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOLUTIONS FOR WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4487719

Firm CRD# 113570

View on FINRA BrokerCheck →

Looking for a financial advisor in BOURBONNAIS?

Browse all registered financial advisors in BOURBONNAIS, Illinois or claim this profile if it's yours.

Browse BOURBONNAIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Marcie Lynn Kolberg offer?

Marcie Lynn Kolberg specializes in Financial Planning, Investment Management. Contact their office in BOURBONNAIS, Illinois for a consultation.

What are Marcie Lynn Kolberg's credentials?

Marcie Lynn Kolberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcie Lynn Kolberg located?

Marcie Lynn Kolberg is based in BOURBONNAIS, Illinois, working with SOLUTIONS FOR WEALTH MANAGEMENT, LLC. Their office serves clients in the BOURBONNAIS metropolitan area and surrounding communities.

How does Marcie Lynn Kolberg charge for services?

Marcie Lynn Kolberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOLUTIONS FOR WEALTH MANAGEMENT, LLC?

SOLUTIONS FOR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →